MLG Wealth Management DBA Pine Grove Financial Group: EFG position timeline

MLG Wealth Management DBA Pine Grove Financial Group held 97,712 EFG shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

1. period ended2026-09-30

   13F 97,712 shares

   Change vs previous 13F -17,058 shares

   1.13% of the 13F portfolio, value $11,708,792.

   13F-HR 0001754960-26-000847 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-10-13 10:46:05 UTC, ingested 2026-10-13 10:47:12 UTC

2. period ended2026-06-30

   13F 114,770 shares

   Change vs previous 13F +8,529 shares

   1.44% of the 13F portfolio, value $14,284,696.

   13F-HR 0001754960-26-000790 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:57:05 UTC, ingested 2026-10-08 03:30:49 UTC

3. period ended2026-03-31

   13F 106,241 shares

   Change vs previous 13F +98,726 shares

   1.37% of the 13F portfolio, value $11,830,278.

   13F-HR 0001754960-26-000789 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Accepted 2026-09-02 17:56:09 UTC, ingested 2026-10-08 03:30:48 UTC

4. period ended2025-12-31

   13F 7,515 shares

   Change vs previous 13F not available

   0.1% of the 13F portfolio, value $856,109.

   13F-HR 0001754960-26-000782 filed by MLG Wealth Management DBA Pine Grove Financial Group
   Filed 2026-08-25 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).